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4,281 hedge funds and large institutions have $484B invested in Visa in 2024 Q4 according to their latest regulatory filings, with 582 funds opening new positions, 1,659 increasing their positions, 1,610 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more first-time investments, than exits

New positions opened: 582 | Existing positions closed: 100

39% more funds holding in top 10

Funds holding in top 10: 398554 (+156)

16% more capital invested

Capital invested by funds: $417B → $484B (+$66.7B)

11% more funds holding

Funds holding: 3,8684,281 (+413)

3% more repeat investments, than reductions

Existing positions increased: 1,659 | Existing positions reduced: 1,610

10% less call options, than puts

Call options by funds: $5.77B | Put options by funds: $6.4B

3.34% less ownership

Funds ownership: 91.42%88.08% (-3.3%)

Holders
4,281
Holders Change
+413
Holders Change %
+10.68%
% of All Funds
56.37%
Holding in Top 10
554
Holding in Top 10 Change
+156
Holding in Top 10 Change %
+39.2%
% of All Funds
7.29%
New
582
Increased
1,659
Reduced
1,610
Closed
100
Calls
$5.77B
Puts
$6.4B
Net Calls
-$632M
Net Calls Change
-$897M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
3401
Sunbeam Capital Management
Georgia
$491K +$467K +1,553 New
MSWM
3402
Mowery & Schoenfeld Wealth Management
Illinois
$490K +$35.2K +117 +8%
FWP
3403
Firethorn Wealth Partners
Georgia
$490K +$19.2K +64 +4%
MIAS
3404
Mason Investment Advisory Services
Virginia
$490K -$2.71K -9 -0.6%
WMN
3405
Wealth Management Nebraska
Nebraska
$490K +$466K +1,549 New
CWM
3406
Chesapeake Wealth Management
Virginia
$489K -$13.5K -45 -3%
SFB
3407
STAR Financial Bank
Indiana
$489K -$404K -1,342 -46%
AWA
3408
Aletheian Wealth Advisors
Washington
$488K +$11.1K +37 +2%
PC
3409
Permanens Capital
New York
$488K
MWA
3410
MFA Wealth Advisors
Pennsylvania
$487K -$128K -425 -22%
SHF
3411
Stage Harbor Financial
Massachusetts
$486K -$11.7K -39 -2%
BS
3412
Brighton Securities
New York
$486K +$462K +1,537 New
OPOWM
3413
One Plus One Wealth Management
Florida
$486K
BWCS
3414
Beirne Wealth Consulting Services
Connecticut
$485K
LCGC
3415
Legacy Capital Group California
California
$485K +$31K +103 +7%
CWM
3416
Cherrydale Wealth Management
New Jersey
$485K +$3.01K +10 +0.7%
SHWM
3417
Smith & Howard Wealth Management
Georgia
$484K
MHR
3418
Matthew Hamilton Rosenberg
$484K -$31.3K -104 -6%
OLVIG
3419
Oliver Lagore Vanvalin Investment Group
Michigan
$484K
GHAM
3420
Gilman Hill Asset Management
Connecticut
$484K
CG
3421
Cynosure Group
Utah
$482K -$285K -948 -38%
FSA
3422
Financial Security Advisor
Virginia
$482K -$5.71K -19 -1%
CCA
3423
Carrera Capital Advisors
Michigan
$482K +$16.5K +55 +4%
TFF
3424
The Family Firm
Maryland
$480K -$43.9K -146 -9%
NAG
3425
Northstar Advisory Group
New Jersey
$479K +$146K +485 +47%

V Hedge Fund Activity: Q4 2024 in Review

4,281 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q4 2024, worth a combined $484B — up 16% from $417B a quarter earlier.

Buyers outnumbered sellers: 582 funds opened new V positions and 100 closed out — a net gain of 482 holders — while 1,659 added to existing stakes and 1,610 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.13B. The largest seller was International Assets Investment Management, cutting an estimated $2.92B.

  • 4,281 institutional investors held Visa (V) as of Q4 2024, up from 3,868 in Q3 2024.
  • Funds reported $484B of Visa stock for Q4 2024, up 16% quarter-over-quarter.
  • 582 funds opened new Visa positions in Q4 2024 and 100 closed out, a net change of +482 holders.
  • The largest Visa buyer in Q4 2024 was Vanguard Group, an estimated $2.13B added.
  • The largest Visa seller in Q4 2024 was International Assets Investment Management, an estimated $2.92B sold.

Based on aggregated 13F filings for Q4 2024.